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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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"May the Lord bless you and protect you. May the Lord smile on you and be gracious to you. May the Lord show you his favor and give you his peace." Numbers 6:24-26

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"May the Lord bless you and protect you. May the Lord smile on you and be gracious to you. May the Lord show you his favor and give you his peace." Numbers 6:24-26

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Don't Forget!

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Don't Forget!

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Sole Stepping is one of the agencies our office supports and we are a collection site for them! This agency provides new shoes and socks to elementary school students in South Carolina. We would love to take your new shoes so a child can experience this gift. Need more information, contact Dawn at our office!

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Sole Stepping is one of the agencies our office supports and we are a collection site for them! This agency provides new shoes and socks to elementary school students in South Carolina. We would love to take your new shoes so a child can experience this gift. Need more information, contact Dawn at our office!

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This is the last month to direct your Thrivent Choice dollars that accumulated from last year! Don't miss out on this opportunity! Direct them today!

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This is the last month to direct your Thrivent Choice dollars that accumulated from last year! Don't miss out on this opportunity! Direct them today!

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Cure SMA is one of the agencies our office supports. One of our clients has this disease and we love supporting the Cure SMA Evening of Hope here in Lexington. This is year is our 10 year Anniversary and our event is going to be BIG! We would love for you to join us or even consider a sponsorship. If you want additional information, contact Dawn at our office.

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Cure SMA is one of the agencies our office supports. One of our clients has this disease and we love supporting the Cure SMA Evening of Hope here in Lexington. This is year is our 10 year Anniversary and our event is going to be BIG! We would love for you to join us or even consider a sponsorship. If you want additional information, contact Dawn at our office.

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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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Bethel Christian Camp is one of the agencies our office supports. Bethel Christian camp provides life changing camping experiences with a focus on undeserved youth and offers retreat opportunities for the community. Want more information about this Camp? Contact our office for more info!

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Bethel Christian Camp is one of the agencies our office supports. Bethel Christian camp provides life changing camping experiences with a focus on undeserved youth and offers retreat opportunities for the community. Want more information about this Camp? Contact our office for more info!

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"If you help the poor, you are lending to the Lord - and he will repay you!" Proverbs 19:17

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"If you help the poor, you are lending to the Lord - and he will repay you!" Proverbs 19:17

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We thoroughly enjoyed celebrating our client Jeff Price on his retirement! Congratulations Jeff!

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We thoroughly enjoyed celebrating our client Jeff Price on his retirement! Congratulations Jeff!

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Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU

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Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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